In the modern digital workplace, information is both a critical asset and a significant liability. This intensive five-day course provides a comprehensive framework for controlling electronic records throughout their lifecycle. Participants will move from core principles and international standards to practical strategies for implementation, technology selection, and long-term digital preservation. The curriculum is designed to equip records managers, IT professionals, and compliance officers with the actionable skills needed to design a defensible, efficient, and compliant Electronic Records Management (ERM) program that integrates seamlessly with broader organizational governance and reduces legal and operational risk.
- Define the core components and legal drivers of a modern ERM program.
- Design key ERM artifacts, including a business case, policy, and classification scheme.
- Evaluate and select appropriate technologies, including EDRMS and cloud solutions.
- Implement processes for capture, retention, disposition, and long-term digital preservation.
- Plan an ERM audit and integrate records management with Information Governance.
Day 1: Foundations & Framework
- The Digital Records Challenge: Definitions, Lifecycle, and Value.
- Governing Standards (ISO 15489) and Legal/Regulatory Drivers.
- Building the Business Case and Defining Program Scope.
Day 2: Program Design & Core Components
- Developing the ERM Policy and Assigning Roles (RACI).
- Designing a Records Classification Scheme and File Plan.
- Defining Metadata Requirements and Retention Schedules.
Day 3: Technology & Implementation
- Evaluating and Selecting ERM Systems (EDRMS).
- Strategies for Capturing and Classifying Records.
- Managing Hybrid Records (Physical & Electronic).
Day 4: Advanced Operations & Preservation
- Executing Retention and Secure Disposition (Deletion/Destruction).
- Fundamentals of Digital Preservation and Data Migration.
- Managing Email, Social Media, and Instant Messaging as Records.
Day 5: Governance, Cloud, & Continuous Improvement
- Integrating ERM with Information Governance and e-Discovery.
- Managing Records in the Cloud and Third-Party Environments.
- Conducting a Records Management Audit and Planning for the Future.
- Records Managers, Archivists, and Information Management Specialists.
- IT Professionals involved in data management and system implementation.
- Compliance, Legal, and Risk Management Officers.
- Departmental Managers and Corporate Administrators overseeing information.